Bartlett & Co Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$125K	Hold	1,466	–	–	﹤0.01%	526
2025 Q4	$119K	Sell	1,466 -16	-1%	-$1.25K	﹤0.01%	529
2025 Q3	$108K	Sell	1,482 -32	-2%	-$2.09K	﹤0.01%	547
2025 Q2	$94.4K	Buy	1,514 +240	+19%	+$14.9K	﹤0.01%	556
2025 Q1	$75.1K	Buy	1,274 +54	+4%	+$2.92K	﹤0.01%	587
2024 Q4	$60.4K	Hold	1,220	–	–	﹤0.01%	609
2024 Q3	$60.6K	Hold	1,220	–	–	﹤0.01%	623
2024 Q2	$53.6K	Sell	1,220 -253	-17%	-$11.2K	﹤0.01%	648
2024 Q1	$61.9K	Hold	1,473	–	–	﹤0.01%	628
2023 Q4	$57.6K	Hold	1,473	–	–	﹤0.01%	677
2023 Q3	$51.5K	Buy	1,473 +191	+15%	+$6.97K	﹤0.01%	661
2023 Q2	$46.7K	Hold	1,282	–	–	﹤0.01%	683
2023 Q1	$47.9K	Hold	1,282	–	–	﹤0.01%	576
2022 Q4	$44.3K	Sell	1,282 -956	-43%	-$31.4K	﹤0.01%	601
2022 Q3	$70.6K	Buy	2,238 +990	+79%	+$32.4K	﹤0.01%	508
2022 Q2	$42.8K	Hold	1,248	–	–	﹤0.01%	596
2022 Q1	$46K	Buy	+1,248	New	+$44.6K	﹤0.01%	592